Bright Balance Accounting & Finance

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The Bright Balance Model

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Call Us: (214) 305-6094

The Bright Balance Model

Ruth Gweme

Dental Collections Reconciliation: When Collections Don’t Match Bank Deposits

Dental Service Organization (DSO), DSO /

“Our practice management software (PMS) indicates that we collected $120K last month, but our bank shows only $96K. What’s going on?” If you are a CFO or controller handling dental collections reconciliation, this situation probably feels familiar. The discrepancy between what your PMS shows as collected and what actually appears in your bank account is […]

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CFOs and Transaction Processing: Stopping Cash Leaks & Driving Growth

Finance /

CFOs play a vital role in maintaining fiscal stability and promoting growth within organizations. A key aspect of their role is managing transaction processing, which often harbor inefficiencies that threaten financial health. Modern CFOs are strategic leaders tasked with optimizing this process to prevent cash leakage. Poor cash management leads to excess cash or shortages,

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How Multi-Location DSOs Can Avoid Financial Fragmentation

DSO /

As DSOs expand, complexity is inevitable. Each new clinic can bring its systems, billing quirks, and accounting habits, creating complexity in Dental Service Organization accounting. For CFOs and owners, DSO financial consolidation isn’t just a technical exercise; it’s a strategic pillar for scaling without losing visibility or control. Without it, finance leaders often drown in

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Key Flashpoints Threatening Founder and CFO alignment in SaaS

Software & Tech /

In a high-growth SaaS startup, there are conflicts that threaten Founder and CFO alignment in SaaS. The founder provides the initial drive and innovative vision, while the CFO  functions as a stabilizing force, ensuring prudent financial management and risk mitigation. When these two are aligned, their partnership drives focus, fuels growth, and builds long-term value. However,

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Payroll Compliance in Hypergrowth When Hiring Across State Lines

Finance, General /

Scaling teams is exciting until payroll becomes a headache. If your company is rapidly expanding, hiring talent from across the nation, and moving at lightning speed, congratulations, you’re amid hyper-growth.  However, amidst all the excitement, there’s a crucial aspect of the growth journey that often gets overlooked: payroll compliance.  It may not be glamorous, and

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Common limitations of QuickBooks that business owners often wish they had realized sooner

Accounting, Finance /

When launching a new business, most entrepreneurs turn to QuickBooks as their go-to accounting software. It is user-friendly, quick to set up, and provides a straightforward overview of the financial situation. However, as the business expands, there are common Quickbooks limitations or shortcomings that often become evident, catching owners off guard. The real issue isn’t with

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